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| Rezco Value Trend Fund Fact Sheet MDD |
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Rezco Value Trend Fund Fact Sheet MDD
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The fund objective is to achieve a total return without taking on a greater risk. The fund will invest in companies with strong earning growth , sustainable revenue streams and low borrowings.
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| Fund Sector |
| SA – Multi Asset – High Equity |
| Fund Maximum Annual Fee * |
2.10% - N Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
| Bi-Annually |
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| Launch Date |
| Sep 2004 |
22 years ago |
| Fund Benchmark |
| JSE Alsi Index |
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| Rezco Value Trend Fund Unit Prices |
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Ninety One overall assets under management are hovering around 3 trillion , that's almost the entire size of out unit trusts industry.
Alex Forbes entered the collective investments industry by acquiring the the asset manager Investment Solutions in late 2010s.
DYN
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| Distributions Info (in cents) |
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| Asset Allocation Analysis |
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| Rezco |
| Collective Investments |
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| Rezco |
| Collective Investments |
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| Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation. |
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